WT

Washington Trust Portfolio holdings

AUM $2.96B
1-Year Est. Return 22.49%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.49%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.67B
AUM Growth
-$881M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,133
New
Increased
Reduced
Closed

Top Buys

1
+$7.94M
2
+$2.03M
3
+$1.97M
4
FTCS icon
First Trust Capital Strength ETF
FTCS
+$1.76M
5
MDY icon
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
+$1.64M

Top Sells

1
+$63.5M
2
+$50.3M
3
+$40.5M
4
AMZN icon
Amazon
AMZN
+$40.3M
5
IQV icon
IQVIA
IQV
+$40.3M

Sector Composition

1 Technology 22.15%
2 Financials 14.03%
3 Healthcare 10.41%
4 Consumer Discretionary 8.68%
5 Industrials 7.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$174K 0.01%
3,753
277
$172K 0.01%
1,508
-1
278
$169K 0.01%
1,020
279
$168K 0.01%
1,273
-208
280
$168K 0.01%
5,725
281
$167K 0.01%
4,524
-228,839
282
$166K 0.01%
734
+200
283
$163K 0.01%
2,410
-949
284
$162K 0.01%
2,411
-119
285
$161K 0.01%
4,191
+1,104
286
$161K 0.01%
2,520
287
$161K 0.01%
1,467
288
$157K 0.01%
2,930
-400
289
$156K 0.01%
444
-312
290
$156K 0.01%
2,340
-200
291
$154K 0.01%
683
292
$153K 0.01%
2,543
293
$153K 0.01%
1,785
+236
294
$152K 0.01%
750
-830
295
$150K 0.01%
3,172
-635
296
$149K 0.01%
1,638
+936
297
$140K 0.01%
2,981
-167
298
$139K 0.01%
1,677
+98
299
$138K 0.01%
1,434
300
$138K 0.01%
2,274
-2,690
10 11
12
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